Pinnacle Wealth Planning Services’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio HYG Stock Details HYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$485K	Buy	6,092 +2,005	+49%	+$161K	0.05%	216
2025 Q4	$330K	Sell	4,087 -4,331	-51%	-$349K	0.03%	293
2025 Q3	$683K	Sell	8,418 -2,547	-23%	-$205K	0.08%	151
2025 Q2	$884K	Sell	10,965 -3,100	-22%	-$244K	0.12%	103
2025 Q1	$1.11M	Buy	14,065 +2,441	+21%	+$194K	0.17%	76
2024 Q4	$914K	Buy	11,624 +8,436	+265%	+$670K	0.14%	90
2024 Q3	$256K	Hold	3,188	–	–	0.03%	353
2024 Q2	$246K	Hold	3,188	–	–	0.04%	350
2024 Q1	$248K	Hold	3,188	–	–	0.04%	357
2023 Q4	$247K	Buy	+3,188	New	+$238K	0.04%	327
2021 Q1	–	Sell	-1,373	Closed	-$119K	–	1080
2020 Q4	$119K	Buy	+1,373	New	+$118K	0.03%	405
2020 Q3	–	Sell	-14,014	Closed	-$1.14M	–	283
2020 Q2	$1.14M	Buy	+14,014	New	+$1.13M	0.37%	49

Other funds holding HYG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Pinnacle Wealth Planning Services's HYG Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 49% in Q1 2026, buying an estimated $161K and bringing the position to 6,092 shares worth $485K. The position accounts for 0.05% of the portfolio, ranked #216.

Pinnacle Wealth Planning Services first reported a position in HYG in Q2 2020 and has held it in 12 quarters since. The position peaked at $1.14M in Q2 2020. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Pinnacle Wealth Planning Services held 6,092 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $485K as of Q1 2026.
Pinnacle Wealth Planning Services bought 2,005 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $161K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.05% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #216 holding.
Pinnacle Wealth Planning Services first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2020 and has held it in 12 quarters since.
Pinnacle Wealth Planning Services's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.14M in Q2 2020.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.